Moneycontrol

FII View

  • Demonetisation: FIIs willing to tolerate short-term pain for 6-9 mnths,says Citi

    Demonetisation: FIIs willing to tolerate short-term pain for 6-9 mnths,says Citi   

    Citi was bearish on the dollar earlier. But after Donald Trump winning the US presidential elections, it has become bullish. Robert Buckland of Citi says the dollar will appreciate by around 8 percent soon.

    24 Nov 2016, 9.53 pm  |  Source: CNBC-TV18

  • Demonetisation not a well thought-out plan: Mark Mobius

    Demonetisation not a well thought-out plan: Mark Mobius   

    Speaking to CNBC-TV18 Mark Mobius of Templeton EM Group said that purpose behind demonetisation move is noble. But this is not the way to go about it, he said, as the big corrupt guys will have got away.

    24 Nov 2016, 12.58 pm  |  Source: CNBC-TV18

  • Demonetisation pain unlikely to be beyond two quarters: CLSA

    Demonetisation pain unlikely to be beyond two quarters: CLSA  

    Mahesh Nandurkar of CLSA says the government's well-intentioned currency demonetisation move has created business disruptions for the near term.

    24 Nov 2016, 9.17 am  |  Source: CNBC-TV18

  • Dollar-Re may grind higher up to 69.50 by next yr: Credit Suisse

    Dollar-Re may grind higher up to 69.50 by next yr: Credit Suisse   

    Speaking to CNBC-TV18, Ray Farris of Credit Suisse said that the rupee in the emerging market basket of 20 currencies which he covers is relatively strong. The Indian rupee has fallen by over 2 percent since November 8, but it is ...

    23 Nov 2016, 11.09 am  |  Source: CNBC-TV18

  • Demonetisation: Samir Arora not hopeful of consumer stocks picking up in 6 mnths

    Demonetisation: Samir Arora not hopeful of consumer stocks picking up in 6 mnths   

    In the past 4-5 years, investors didn’t make money in sectors such as realty, pharma and IT; only consumer stocks were profitable and demonetisation has blown away that advantage with demonetisation, Helios Capital Management Fo...

    23 Nov 2016, 11.00 am  |  Source: CNBC-TV18

  • Sensex target @ 25000 by 2016 end, FII selloffs weigh: Deutsche

    Sensex target @ 25000 by 2016 end, FII selloffs weigh: Deutsche  

    Demonetisation move by the government and likely further strengthening of dollar on hopes of Fed rate hike in December dampened the market sentiment. FIIs started pulling out money from emerging markets since October. Brokerage ho...

    21 Nov 2016, 1.02 pm  |  Source: Moneycontrol.com

  • Buy on dip, demonetisation & GST to boost eco in long term: Pros

    Buy on dip, demonetisation & GST to boost eco in long term: Pros  

    Adrian Mowat of JP Morgan says the implementation of GST is another source of near term economic risk with significant long-term benefits. "We are buyers into the weakness," he adds.

    21 Nov 2016, 9.00 am  |  Source: CNBC-TV18

  • IT at attractive valuations, plan to top up holdings: Ashburton

    IT at attractive valuations, plan to top up holdings: Ashburton   

    Headwinds in the IT sector remains high but the valuations at which IT stocks are trading now looks attractive and Ashburton looks at the sector with a view of topping up its holdings, Jonathan Schiessl said.

    18 Nov 2016, 10.47 am  |  Source: CNBC-TV18

  • Add utilities, pharma, staples, OMCs stocks to portfolio: BoAML

    Add utilities, pharma, staples, OMCs stocks to portfolio: BoAML  

    Sanjay Mookim of Bank of America Merrill Lynch says without a private capex cycle, Indian consumption is the only 'hope' in town. According to him, long-term investors may look to ride through this dip in consumer activity.

    18 Nov 2016, 9.31 am  |  Source: CNBC-TV18

  • Easing FDA troubles to support pharma valuations: Analyst

    Easing FDA troubles to support pharma valuations: Analyst   

    Incremental US regulatory approvals to boost growth of large cap domestic drug players, according to Abhishek Singhal of Macquarie Capital Services.

    17 Nov 2016, 12.55 pm  |  Source: CNBC-TV18

  • 5-10% correction in housing fin cos make them attractive:Analyst

    5-10% correction in housing fin cos make them attractive:Analyst   

    Investors, Ganapathy said, should look to buy into any correction in housing finance stocks. Large housing finance companies (HFCs) are more favourable in this market, he said, adding that a 5-10 percent estimated correction from ...

    17 Nov 2016, 11.41 am  |  Source: CNBC-TV18

  • Market looks oversold, rebound rally likely, says CLSA

    Market looks oversold, rebound rally likely, says CLSA  

    Laurence Balanco of CLSA says the Philippine Stock Exchange, Hang Seng & Nifty have been the weakest markets having broken below their respective August/September lows, but are now 'oversold' & due a rebound rally.

    17 Nov 2016, 9.08 am  |  Source: CNBC-TV18

  • Rising US approvals to boost earnings for pharma: IDFC Sec

    Rising US approvals to boost earnings for pharma: IDFC Sec   

    Over the past few months, US FDA has given a go-ahead to many of Indian drug makers’ manufacturing units, besides drug approvals. Indian pharma sector is going through an exciting phase as there is a strong pick-up in approvals ...

    16 Nov 2016, 12.37 pm  |  Source: CNBC-TV18

  • US Fed move won`t hit interest rates of Asian markets: Ecognosis

    US Fed move won't hit interest rates of Asian markets: Ecognosis   

    Refuting such predictions, Andrew Freris, CEO of Ecognosis Advisory opines that that small Asian markets are massively outperforming developed markets.

    16 Nov 2016, 9.09 am  |  Source: CNBC-TV18

  • Credit Suisse downgrades Ambuja Cements, neutral on Kajaria

    Credit Suisse downgrades Ambuja Cements, neutral on Kajaria  

    We revert to an overweight on IT and pharma. Lower interest rates to benefit private banks and mortgage providers, says Neelkanth Mishra of Credit Suisse.

    16 Nov 2016, 8.48 am  |  Source: CNBC-TV18

  • Demonetisation: Good for bond mkts, short-term negative for equities, says CLSA

    Demonetisation: Good for bond mkts, short-term negative for equities, says CLSA   

    Commenting on emerging markets and India’s demonetisation drive, Wood said that demonetisation will be negative for equities in short term, adding that the move is a positive for bond and currency markets. Besides, demonetisatio...

    15 Nov 2016, 1.04 pm  |  Source: CNBC-TV18

  • Next 18 months to be good for global equities: Rahul Chadha

    Next 18 months to be good for global equities: Rahul Chadha   

    Expect next 18 months to be good for global equities, says Rahul Chadha, Co-CIO at Mirae Asset Global Investments (HK) Limited.

    10 Nov 2016, 10.19 am  |  Source: CNBC-TV18

  • GST positive for India; Trump may bring in oil gains:Julius Baer

    GST positive for India; Trump may bring in oil gains:Julius Baer   

    The introduction of Goods and Services Tax (GST) is a very positive move for India feels Mark Matthews of Bank Julius Baer & Co., who believes it will restructure the economy.

    10 Nov 2016, 9.12 am  |  Source: CNBC-TV18

  • Add Sun Pharma, Hindalco & HUL; remove HDFC from portfolio: CLSA

    Add Sun Pharma, Hindalco & HUL; remove HDFC from portfolio: CLSA  

    Mahesh Nandurkar of CLSA says two unexpected big macro events - US elections and Indian currency scrappage - warrant some changes in model portfolio and top picks.

    10 Nov 2016, 8.38 am  |  Source: CNBC-TV18

  • Trump’s conciliatory tone crucial for mkts to rise: Wells Fargo

    Trump’s conciliatory tone crucial for mkts to rise: Wells Fargo   

    On the back of Donald Trump’s victory in the US presidential elections, analysts expressed cautious optimism for emerging markets including India. Brian Jacobsen of Wells Fargo Funds said Trump must continue with a conciliatory ...

    09 Nov 2016, 9.18 pm  |  Source: CNBC-TV18

  • Scrapping Obamacare would hit most pharma cos: Jeff Chowdhry

    Scrapping Obamacare would hit most pharma cos: Jeff Chowdhry   

    Scrapping of Obamacare is sure to impact pharma companies both globally and Indian, said Jeff Chowdhry, Senior Portfolio Manager, LGM Investments.

    09 Nov 2016, 4.59 pm  |  Source: CNBC-TV18

  • India most resilient economy to Trump win: City Private Bank

    India most resilient economy to Trump win: City Private Bank   

    James Sullivan of JPMorgan says the common factor among all the markets is that they dislike uncertainty. The lack of clarity on the policies he may employ will be a cause for volitility in the markets. Traders are also spooked by...

    09 Nov 2016, 10.31 am  |  Source: CNBC-TV18

  • Trump victory going to be more shocking than Brexit: JPMorgan

    Trump victory going to be more shocking than Brexit: JPMorgan   

    There is going to be a lot of volitility in the global markets if Hillary Clinton loses the elections, he says. This is due to the vacuum of information until more clarity on the policies he employs in US emerges.

    09 Nov 2016, 10.01 am  |  Source: CNBC-TV18

  • Ban on Rs 500, 1000 notes will formalise shadow economy: BofAML

    Ban on Rs 500, 1000 notes will formalise shadow economy: BofAML   

    The government's to ban on Rs 500 and Rs 1000 currency will have a negative impact on consumption in the country, says Sanjay Mookim, Director, India Equity strategy, Bank of America Merrill Lynch.

    09 Nov 2016, 10.00 am  |  Source: CNBC-TV18

  • I don`t think big corruption comes from bank notes: Marc Faber

    I don't think big corruption comes from bank notes: Marc Faber   

    Speaking to CNBC-TV18 Marc Faber says Indian’government move to clampdown on black money is negative in the longer run. I don’t think big corruption comes from bank notes.

    09 Nov 2016, 9.32 am  |  Source: CNBC-TV18

  • If Trump wins, India may outperform within down mkts: UBS

    If Trump wins, India may outperform within down mkts: UBS   

    In conversation with CNBC-TV18, Geoffrey Dennis, UBS, said it is still unclear what the outcome of the US polls will be. The market has seen a sharp delcine in the futures. Teresa Barger of Cartica Capital said it could be bad for...

    09 Nov 2016, 8.55 am  |  Source: CNBC-TV18

  • Trump victory will be a headwind for the markets: Ian Hui

    Trump victory will be a headwind for the markets: Ian Hui   

    Speaking to CNBC-TV18 Ian Hui, JPMorgan asset Management said that it is too early to call on US elections. “Keep an eye on Florida, North Carolina and Pennsylvania,” he said.

    09 Nov 2016, 7.19 am  |  Source: CNBC-TV18

  • Clinton a favourite; Trump win may push mkts down 10%: Barclays

    Clinton a favourite; Trump win may push mkts down 10%: Barclays   

    In US, Hillary Clinton continues to be the favourite, said Keith Parker of Barclays. The Republicans will control the House, which reduces chances of aggressive change in policies like taxes and regulations.

    08 Nov 2016, 8.59 am  |  Source: CNBC-TV18

  • Republican govt in US -ve for EMs; India safe bet: BNP Paribas

    Republican govt in US -ve for EMs; India safe bet: BNP Paribas   

    Manishi Raychaudhuri of BNP Paribas said that this is the right time to focus on good quality companies on the secular, cash generators and companies whose return on equity have secularly been higher than the cost of equity.

    05 Nov 2016, 11.34 am  |  Source: CNBC-TV18

  • Cautious on market, downgrade pharma to underweight: Deutsche

    Cautious on market, downgrade pharma to underweight: Deutsche  

    Abhay Laijawala of Deutsche Bank says he has been cautious on the market since late June fearing global macro uncertainties. Some of these partially materialised in October 2016 as sovereign bond yields in the developed market har...

    04 Nov 2016, 8.05 am  |  Source: CNBC-TV18

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